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BEACON POINTE ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$54,872,534,714
Discretionary
$50,539,424,600
Non-discretionary
$4,333,110,114

Firm details

CRD number
119290
SEC file number
801-60943
Main office
NEWPORT BEACH, CA, United States
Employees
780
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based

As of October 2026.